Callan Family Office, LLC
Top Portfolio Positions
1,037 positions ·
$3,407,357,515 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
976,264 | $170,260,441 | 5.00% |
| AAPL |
Apple Inc.
Technology
|
591,209 | $150,042,932 | 4.40% |
| MSFT |
Microsoft Corp
Technology
|
343,239 | $127,056,780 | 3.73% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
452,074 | $94,153,451 | 2.76% |
| GOOGL |
Alphabet Inc.
Communication Services
|
240,880 | $69,267,452 | 2.03% |
| AVGO |
Broadcom Inc.
Technology
|
202,123 | $62,559,089 | 1.84% |
| META |
Meta Platforms, Inc.
Communication Services
|
89,162 | $51,012,255 | 1.50% |
| LLY |
ELI LILLY & Co
Healthcare
|
52,954 | $48,705,500 | 1.43% |
| V |
Visa Inc.
Financial Services
|
132,348 | $40,000,859 | 1.17% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
115,354 | $38,983,884 | 1.14% |
Portfolio Trend
Holdings in FMX
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,936,648 | 26,442 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,641,060 | 26,131 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,576,797 | 15,987 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,477,557 | 14,348 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $427,790 | 4,384 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $372,308 | 4,355 | Shares | Sole | 2025-02-07 | |
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